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Wells Fargo
WFC

Overview Fund Activity

1,644 hedge funds and large institutions have $201B invested in Wells Fargo in 2014 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 666 increasing their positions, 682 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
+28
Holders Change %
+1.73%
% of All Funds
47.51%
Holding in Top 10
344
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+29.81%
% of All Funds
9.94%
New
99
Increased
666
Reduced
682
Closed
55
Calls
$1.26B
Puts
$1.42B
Net Calls
-$163M
Net Calls Change
+$349M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$362M
2
Primecap Management
Primecap Management
California
+$306M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$298M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$254M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$243M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$693M
2
State Street
State Street
Massachusetts
-$437M
3
EVM
Eaton Vance Management
Massachusetts
-$417M
4
DSA
Davis Selected Advisers
Arizona
-$322M
5
Franklin Resources
Franklin Resources
California
-$302M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
301
Chas P. Smith & Associates (CPS)
Florida
$44.6M +$1.07M +21,424 +2%
AAIM
302
American Assets Investment Management
California
$44.6M – – –
HNB
303
Huntington National Bank
Ohio
$44.1M +$7.16M +143,871 +19%
URS
304
Utah Retirement Systems
Utah
$43.1M +$308K +6,200 +0.7%
OI
305
Oakbrook Investments
Illinois
$42.7M -$8.35M -167,879 -16%
SAM
306
Shell Asset Management
Netherlands
$42.6M +$11K +222 +0%
TCM
307
Tetrem Capital Management
Manitoba, Canada
$42.5M +$193K +3,874 +0.5%
WF
308
Welch & Forbes
Massachusetts
$42.5M +$297K +5,975 +0.7%
CB
309
Commerce Bank
Missouri
$41.7M +$3.17M +63,742 +8%
GMI
310
Greystone Managed Investments
Saskatchewan, Canada
$40.1M -$705K -14,180 -2%
GLA
311
Great Lakes Advisors
Illinois
$40M -$742K -14,923 -2%
BCM
312
Barometer Capital Management
Ontario, Canada
$40M +$38.7M +777,200 +2,900%
SAC
313
Smith Affiliated Capital
New York
$39.8M -$36.3M – –
DILH
314
Dai-ichi Life Holdings
Japan
$39.7M +$297K +5,976 +0.8%
BNP Paribas Asset Management
315
BNP Paribas Asset Management
France
$39.6M -$37.3M -750,786 -49%
Parallax Volatility Advisers
316
Parallax Volatility Advisers
California
$39.4M +$29.7M +597,841 +308%
AII
317
AGF Investments Inc
Ontario, Canada
$38.9M -$2.77M -55,600 -7%
SCM
318
Smead Capital Management
Arizona
$38.9M +$4.81M +96,769 +14%
ELC
319
Edgar Lomax Company
Virginia
$38.8M +$3.01M +60,550 +8%
SBCM
320
Schwerin Boyle Capital Management
Massachusetts
$38.6M +$485K +9,753 +1%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$38.5M -$219K -4,400 -0.6%
ALA
322
Atherton Lane Advisers
California
$38.1M -$253K -5,084 -0.7%
MAM
323
Martingale Asset Management
Massachusetts
$37.8M +$4.64M +93,326 +14%
JAM
324
Jupiter Asset Management
United Kingdom
$37.7M +$10.7M +214,684 +40%
MIH
325
Madison Investment Holdings
Wisconsin
$36.9M -$834K -16,777 -2%
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